Unlock Growth with Pivot CPAs’ Professional Assurance Services in Northeast Florida
At Pivot CPAs, we redefine the perception of assurance services. While audits, reviews, and compilations of financial statements are often perceived as routine compliance measures, our philosophy revolves around the belief that when performed meticulously and accurately, they can be transformed into strategic tools that uncover untapped growth opportunities for businesses.
With offices in Ponte Vedra Beach and Gainesville, Pivot CPAs provides our comprehensive assurance services to businesses throughout Northeast Florida and beyond.
Tailored Assurance Services for Your Unique Needs
Our team of professionals possesses the knowledge and resources necessary to not only conduct your assurance engagement but also help you leverage the results to enhance your business. At Pivot CPAs, we offer a full range of assurance services that we can tailor to individual needs, including:
- Agreed-Upon Procedures
We perform Agreed-Upon Procedures (AUPs) to assess and report on specific financial information as agreed upon with our clients. Our transparent, tailored approach provides clients with targeted insights and comprehensive assurance on specific financial aspects, fostering trust and confidence in financial reporting. - Audits and Reviews
Our audits and reviews go beyond your financial reporting, offering valuable insights into your financial processes. We understand the nuances of Florida’s business landscape and conduct audits that provide a comprehensive understanding of your company’s financial reporting processes and communicate identified areas for improvement. - Due Diligence
Whether you are entering into a partnership, considering an acquisition, or analyzing another kind of financial arrangement or investment, our due diligence services provide a thorough examination of financial records, providing you with valuable insights to make informed decisions. - Forecasts and Projections
Strategic planning requires accurate forecasting. Pivot CPAs delivers precise financial forecasts and projections tailored to your business objectives in Northeast Florida or wherever you happen to be conducting business.
Our Assurance Services team is led by industry experts dedicated to delivering excellence:
- Scott Heller, CPA – Assurance Partner
- Sheryl Tschimpke, CPA – Assurance Partner
- Mallory Salter, CPA – Assurance Partner
- Kyle Vincent, CPA – Senior Audit Manager
- Ashlyn Brannan – Assurance Manager
Our areas of specialization include:
- Access to Capital Markets
We assist with facilitating access to capital markets, strategically positioning your business to attract investors and capitalize on growth opportunities. - Information Systems Assurance
We assess and ensure the reliability and security of your information systems, offering comprehensive assurance that strengthens your business’s technological foundation. - Employee Benefit Plan Compliance Audits for the DOL and ERISA
Utilizing our strong technical knowledge of GAAP, GAAS, ERISA and DOL, requirements, we conduct thorough employee benefit plan audits, providing meticulous examination of financial records, and offering valuable insights for informed decision-making. - Sarbanes-Oxley Services & Compliance
We provide businesses with a robust framework to meet regulatory requirements such as those set by Sarbanes-Oxley, fostering trust and transparency. - Risk Advisory
We help businesses identify, assess, and mitigate risks, providing proactive strategies to safeguard against uncertainties and promote resilience in the dynamic business environment. - Fraud Prevention
Pivot CPAs assurance professionals utilize rigorous procedures to detect and prevent fraudulent activities, offering a secure financial environment for businesses. - Technology Advisement
We integrate technological expertise into our assurance services, leveraging cutting-edge tools and insights to enhance and guide the efficiency and effectiveness of your financial processes, ensuring alignment with modern technological standards.